See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,031 | $80,717-93.8% | $154,803-96.8% | $84,808-94.1% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 30.39% | 37.96%-7.6pp | 58.88%-28.5pp | 40.90%-10.5pp |
| Employer contribution / active EE | $836 | $2,761-69.7% | $4,305-80.6% | $2,631-68.2% |
| Participant deferral / active EE | $1,040 | $3,303-68.5% | $5,540-81.2% | $4,212-75.3% |
| Admin fee / account holder | $165 | $6,746-97.6% | $14,329-98.8% | $7,344-97.8% |